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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,966 | $82,678-3.3% | $125,391-36.2% | $68,490+16.8% |
| Participation rate | 69.6% | 75.1%-5.5pp | 82.4%-12.8pp | 67.9%+1.7pp |
| Annual return | -17.90% | -5.97%-11.9pp | 572.41%-590.3pp | -7.85%-10.0pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $7,350 | $6,111+20.3% | $7,448-1.3% | $4,028+82.5% |
| Admin fee / account holder | $8,107 | $6,277+29.1% | $10,009-19.0% | $5,403+50.0% |